Cadaret, Grant
Post Resch Tallon Group is an independent full-service investment firm located in Pittsford, NY, offering customized financial and investment solutions to individual investors and companies. Their team of advisors focuses on helping clients achieve their investment objectives through personal financial planning and tailored investment strategies.
The firm operates without ties to traditional brokerage and advisory firms, allowing them to explore a wide array of portfolio management options to best suit clients' financial situations. Securities and advisory services are provided through LPL, Inc., with additional advisory services available through Post Resch Tallon Group, both of which are registered with the SEC.
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